PATTSY has the most advanced letter and forms generation capability in the industry.  Internal and client correspondence are created as word processing documents in MS Word.  A single mouse click will initiate the merge of data from a patent or trademark record into the selected document thereby producing a completed letter or form.  In addition to text, images can also be inserted anywhere in the letter.  Any letter can be set to automatically generate based on pre-defined events such as the entry of a file or issue date.  In so doing, the process of client correspondence can be largely automated.  The batch of all triggered letters can be printed, signed and sent to the appropriate recipients at any interval.

O P Solutions has created a forms library to assist in the prosecution and maintenance of Patent and Trademark matters in the U.S. and PCT.  All forms (the patent transmittal, trademark transmittal, PCT Demand, etc...) work in conjunction with the PATTSY letter and forms generator.  As such, the user only needs to select a form from within the appropriate patent or trademark record and PATTSY will automatically fill-in the available field information.  The form will then be ready for printing or editing and subsequent submission to the PCT or USPTO as may be the case.

The optional Email Reminder Module is designed as a supplement to PATTSY’s printed dockets.  On a nightly basis, individual reminders will be generated for open action items in close proximity to their due dates and sent via Outlook or other email service.  It is an excellent feature for those interested in effective risk management.